$FRMO call says $WELX sensors could be useful in datacenters 👀.
“There are even strategic opportunities for them, perhaps even in data centers, because data centers have a need to monitor constantly and remotely moisture content of the air, stuff like that, temperature.”
$PCYO has a water rights portfolio worth roughly $390 million. The market is pricing that at -$79 million.
Our base case NAV is 3x the current stock price (more below)